Advizex Technologies, Llc Retirement 401(k) Plan
Sponsored by Rolta Advizex Technologies, Llc · EIN 371504931 · Plan #001
- Total assets
- $35.6M
- Net assets
- $35.6M
- Active participants
- 279
- With balances
- 297
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Raymond James & Associates, Inc. CRD 705 | fuzzy_auto · 99% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Raymond James & Associates Inc | Investment advisory (plan) | $80,110 |
| Empower Annuity Insurance Company | Recordkeeping fees | $40,208 |
| Empower Advisory Group, Llc | Investment management | $16,684 |